1 LOGGING INTO AWA. CONFIDENTIALITY NOTICE 2 CHANGE PASSWORD 3.
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Transcript of 1 LOGGING INTO AWA. CONFIDENTIALITY NOTICE 2 CHANGE PASSWORD 3.
NAVIGATION CONTROLS
• Use the green “Back” and “Forward” buttons on the toolbar to navigate to forms you previously viewed within the same application
• Do not use the back or forward buttons on the upper left on the browser toolbar
• “Refresh” button
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EASY NAVIGATION WITH A CLICK OF THE MOUSE
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• The Navigation Tree provides easy access to the applications that you need to access
• Reduces the need for using Go To
• Always visible on the left side of your screen
NAVIGATING WITH SHORTCUT KEYS
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Menu Item Description F1 Browser Help F2 Context-sensitive lookup (in Lookup controls) F3 Enter New ID
Shift-F3 Spouse Information F4 Clipboard
Ctrl-F4 Close Application (or “tab”) Shift-F4 Entity Lookup
F5 Go To F6 New (cycles through New buttons, press Enter to perform New) F7 Refresh (current application, same as our Refresh link in title frame) F8 Save (cycles through Save buttons, press Enter to perform Save) F9 Activate Master row selection, press F9 to toggle between master lists. Use up and down arrows to move, press
Enter to select a row
F10 Menu Bar (highlights Logoff; you can tab to other entries there) F11 Paste (in Lookup controls) F12 Copy (in Lookup controls)
In addition to these shortcut keys, the TAB key can be used to move around the fields. The up/down arrow keys (↑,↓) let you move through drop-down lists to select values. The left/right arrow keys (←,→ ) let you move through text fields.
The following shortcut keys can be used in Advance:
Go To MENU
• Go To Menu allows quick movement to a specific form or application
• Provides index of most of the standard forms• If you prefer to navigate by using your mouse,
your use of Go To in Advance Web can be significantly less than your current use in Advance Windows
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LOOKUP BY ID• Enter an Advance ID number and click the
Search button or hit Enter on your keyboard
Lookup navigation tree
Enter Advance ID number
LOOKUP BY NAME• Click VCR or arrow buttons to see all results
VCR buttons
Click ellipsis or hyperlink
LOOKUP BY NAME/ADDRESS• Click on the Lookups (binoculars) icon• Select Bio – Name/Address template
Choose template
Select “Contains”
GIVING SUMMARY
There are two ways to view Giving Summary:
1. Open the entity and view the Giving Summary form on the Entity Overview screen.
2. Through Go To button.
GIVING LINK• Attributes related to the Gift
subsystem may be quickly accessed and viewed for an entity
• Indicates number of rows of information that exist for that attribute
• Click on an attribute link to view additional details
ALLOCATION LOOKUP
You can lookup allocations by:• Allocation number (if you know it)• Department• School• Name• CFAE Purpose Code, etc.
WILDCARD CHARACTERS
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If there is partial information that you must use when entering criteria, Lookups facilitate searching by allowing certain wildcard characters when searching on Name (Last, first, middle, organization) or State, for example. Wildcard characters that can be used in Lookups include:
Enter the search criteria in the Lookup prompt, then, click Search to start the search. The results are displayed in a list of more than one row met your criteria.
Character Description
_ (underscore) Replace a single character as in Boston Edis_n
% (percent) Replace a string of characters as in Boston E%n
QUESTIONS?
• Hao Khuu, x83977, [email protected]
• Irina Krasnitskaya, x86571, [email protected]
• Laura Lopez, x53967, [email protected]
• Caroline Johansson, x53820, [email protected]
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